About FPWM | Program Objectives | Pedagogy | Who Should Attend? | Program Highlights | Course Contents | Duration | Eligibility | Program Fee | Application Form Cost | Installments | Selection Process | Class Schedule | Class Location | How To Apply

The program aims to provide an opportunity to study and earn a Certificate Program in Financial Planning and Wealth Management while working. The program is being offered by XIMB in collaboration with ALETHIA.

The program is delivered by XIMB blended with live and interactive classroom sessions.

Program offers integrated approach to Learn Finance, Financial Services, Insurance (Life, Non-Life), Risk Management and Pension Planning.

Program Objectives:

• To expose the participants to the various theories and practices of Financial Planning & Wealth Management.
• To equip the participants with tools and techniques with which they can handle their current business tasks better and in an effective manner.
• To give the participants a holistic perspective of Financial Planning so that they can shoulder greater responsibilities in their future career.
• To equip future leaders with the most up-to-date information and skills.

Pedagogy:

• Physical Classroom Sessions
• Instructor Lead Training
• Lecture Sessions
• Quizzes
• Case-studies
• Assignments and Project Work
• Term Paper

Who Should Attend?

• Working Professionals
• Professionals in the early stages of their career/ Emerging Managers
• Executives aiming for middle level management.
• Executives keen to groom managerial & leadership skills.

Program Highlights:

• Executive Program designed for Working Professionals
• Delivered by XIMB
• High market value and branding among Corporate.
• Industry Recognition

Course Contents:

1. Introduction to Financial Planning
2. Risk Analysis and Insurance Planning
3. Retirement Planning and Employee Benefits
4. Investment Planning
5. Tax and Estate Planning
6. Project Work
7. Advanced Concepts in Wealth Management
8. Advanced Financial Planning
9. Study of Mutual Funds and Products
10. Security Analysis and Portfolio Management

Duration: 6 months

Eligibility: Graduation in any discipline with minimum 50% marks

Program Fee:  Rs.50,000/-  +  Service Tax

Application Form Cost: Rs.1000/-

Installments: Rs.30,000/- at the time of taking admission and balance in next 3 Months

Selection Process: Application + Written Test followed by Personal Interview

Class Schedule: Saturday: 3 PM to 7 PM & Sunday: 9 AM to 2 PM

Class Location: New Delhi

XIMB Website : http://www.ximb.ac.in

How to Apply?

• Candidates have to submit the Application Form both Online and Hardcopy.
• Please click on Online Registration form to apply online.
• Please download Hardcopy of Application form and send it across to Alethia
  Head Office.
• The completed application form, along with registration fees, should reach to "Alethia Education Services Pvt. Ltd. M-23, 2nd Floor, Old DLF Colony, Sector 14, Gurgaon – 122001 (Haryana), India. Phone: 0124-4085450”.The envelope should super scribed "Application for admission to FPWM”.
• For payment of Rs 1000 towards registration charges:-
  Send cheque of Rs. 1000/- in favor of "Alethia Education Services Pvt. Ltd."
  OR
  Send DD of Rs. 1000/- in favor of "Xavier Institute of Management payable at Bhubaneswar".
  
  OR
  Transfer Rs. 1000/- online to Alethia's Account, please find the details:
  Alethia Education Services Pvt Ltd,  Account No: 008705005009, Branch: ICICI Bank, Janakpuri, New Delhi-110058.